TELL US ABOUT YOURSELF:

What's your marital status?
What's your family status? Check all that apply.

TELL US ABOUT YOUR WORK:

$
What’s your current employment status?

WHAT ARE YOUR CURRENT FINANCIAL GOALS?
(You may have many goals, but for now, let's stick to your top 3)

Spending and saving
Protecting what's important to me
Living in retirement

WHAT’S HAPPENING IN YOUR LIFE RIGHT NOW?
(Choose up to 4 life events in total)

Education/Career
Family
Home
Health

Looks like you’re building for your future!

Based on your goals, life events and other information you told us, we’ve created a customized list of products and resources for you to consider.

Need help understanding what’s right for you? Review your results with an advisor.

Discover your options

YOUR SAVINGS AND RETIREMENT
About Yourself:
  • 40 years old
  • I'm single
  • I'm divorced/separated
  • I'm married/common-law
  • I'm widowed
  • Children
  • Grandchildren
  • No children
  • Caring for parents
Your main goals:
  • Buy a car
  • Save for travel
  • Buy a home
  • Save for school
  • Save for my retirement
  • Save for a big purchase
  • Prepare for serious health events
  • Protect my family and/or business
  • Build an emergency fund
  • Protect my estate
  • Plan for my retirement income
  • Prepare myself for changing health needs
  • Leave a legacy
Your Work:
  • $50,000 annual income
  • Working, with health and dental benefits
  • Working, without health and dental benefits
  • Not currently working
  • Self-employed, with health and dental benefits
  • Self-employed, without health and dental benefits
  • Retired
Your life:
  • Graduating/finding my first job
  • Lost my job
  • Changing careers
  • Starting a business
  • Retiring soon
  • Moving in with my partner/getting married
  • Becoming a parent/grandparent
  • Loss of a loved one
  • Moving into my first place
  • Paying off my mortgage
  • Downsizing
  • Coping with my own health challenge
  • Caring for a child, spouse or parent with a health challenge

NEED HELP UNDERSTANDING WHAT’S RIGHT FOR YOU?

An advisor can walk you through your options.

  • Please enter a valid Canadian postal code.
Bright Start Tool February 28, 2017
 

 

 

 

 

 

 

 
 
 

 

 

 

WHAT YOU TOLD US:
 
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